+48.2%
IDEQ vs VT
+36.1%
+12.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +1.5% | +0.4% | +1.0% | +0.9% |
| 30D | +2.5% | +1.0% | +1.5% | +1.3% |
| 3M | +3.0% | +2.4% | +0.7% | +0.2% |
| 6M | +9.3% | +12.0% | -2.7% | -4.3% |
| YTD | +20.6% | +15.3% | +5.2% | +2.8% |
| 1Y | +34.8% | +22.6% | +12.2% | +8.4% |
| All | +48.2% | +36.1% | +12.1% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling